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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fort Lee, NJ

Every SEC-registered investment adviser representative at a firm office in Fort Lee, with the firms that employ the most of them.

75 registered advisors work in Fort Lee; the most are at Citigroup Global Markets Inc. (25). 4 list the CFP designation and 60 are also registered broker representatives.

Firms with the most advisors in Fort Lee

FirmAdvisors in Fort Lee
Citigroup Global Markets Inc. news25
Merrill Lynch, Pierce, Fenner & Smith Incorporated news13
Palisade Capital Management, LP10
Wells Fargo Advisors Financial Network, LLC news6
J.P. Morgan Securities LLC news4
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Ae Wealth Management, LLC1
Citizens Securities, Inc.1
Daceyholden Management, LLC1
Edgewater Management Partners LLC1
Integrated Wealth Concepts LLC1
LPL Enterprise, LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
PNC Wealth Management LLC1
Stewards Asset Management1
Td Private Client Wealth LLC1
UBS Financial Services Inc. news1
Wells Fargo Clearing Services, LLC news1

Advisors in Fort Lee, A to Z

CFP advisors in Fort Lee →

Other cities in New Jersey

All of New Jersey →

Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116

Questions

How many financial advisors are in Fort Lee, NJ?

75 investment adviser representatives are registered at firm offices in Fort Lee, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 60 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Fort Lee?

Citigroup Global Markets Inc., with 25 registered advisors in Fort Lee, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 13.

How do I check a financial advisor in Fort Lee?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.